Now Asset Management™
THOUGHTFUL INVESTING. TAILORED To Your Needs
Now Asset Management is one of the linchpins of Erickson Now Advantage. Guided by your personal plan and our continuous investment process we bring over forty years of portfolio management experience to our Now Asset Management program.
Research and process
Our process incorporates the use of top-line investment strategies that range from aggressive growth to the more conservative and portfolio preservation. We utilize mutual funds, ETFs and individual securities, continuously doing research and executing due diligence through analytic tools like Morningstar, Sustainalytics, MSCI and Natixis risk budgeting analysis. We incorporate our findings into your individual needs and investment goals to actively manage your investments portfolio and utilize Albridge Reporting to give you personal performance data reports. Each quarter we determine where we want our allocations for those high-level strategy changes or holds, look at each individualized household portfolio given their specific investment restrictions, goals, and income/ cash needs, and rebalance appropriately.
Creating your personal investment strategy
Every investment account requires us to develop a Personalized Investment Policy Statement for you—our roadmap for how to keep your accounts invested on your behalf. This statement should consider how long these funds will be invested, what your goals are, what level of volatility you can tolerate and if you will be incorporating any other specific considerations we must accommodate.
Erickson Advisors actively considers environmental, social and governance (ESG) criteria as part of your overall investment strategy, working within your value systems as well as our risk analyses. Generally, we view ESG Criteria as a risk mitigator and another level of diversification. Financial Advisor Lauren Erickson is a Chartered Socially Responsible Investing Counselor (CSRIC™) and your ESG lead on Erickson’s investment committee.
Learn more about Erickson's Now Advantage™
Mutual Funds and Exchange-traded funds are sold only by prospectus. Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained directly from the company or from your financial professional. The prospectus should be read carefully before investing or sending money.
Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
A diversified portfolio does not assure a profit or protect against loss in a declining market.